+306.4%
WM vs VSAT
+0.3%
+306.2%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.0% | -6.3% | -1.4% |
| 7D | -0.3% | +11.8% | -12.1% | -0.8% |
| 30D | -2.4% | -7.0% | +4.7% | -2.1% |
| 3M | +0.4% | +3.3% | -2.9% | -0.3% |
| 6M | -9.5% | +57.4% | -66.9% | -12.5% |
| YTD | +0.5% | +118.6% | -118.1% | -4.8% |
| 1Y | -1.1% | +150.2% | -151.3% | -7.5% |
| 3Y | +46.0% | +160.7% | -114.7% | +32.1% |
| 5Y | +51.8% | +51.2% | +0.6% | +39.8% |
| All | +306.4% | +0.3% | +306.2% | +269.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VSAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling